Arlo's comprehensive order management system allows you to easily take payments and manage orders for your events.

An order holds the transaction and payment information and the invoice lines. Orders may be created automatically (e.g. when people register on a paid event on your website), or manually (e.g. for private events).

An order records the billing contact and organisation details, individual line items including registrations and extras purchased, discounts, payment method, payment due date, and reference numbers. An order can also include custom lines for additional items.

The order contact(billing contact) is the key contact person for an order and the associated tax invoice (if one is created).

Generally, the registrant will also be the order contact in most cases, but a registrant can specify a different order contact when filling out the order details. Order contacts are only created when an event is using the order process registration method (where an order is created).

For example, if Felicity is the manager of a company and she's registering 5 of her staff for an event, she can become the order contact - whether she is attending the event herself or not. As the order contact, she will receive all order communications.

The order contact will be asked for their postal address as a part of the order details.

If the order contact selects Organisation as the payer, the postal address they enter on the order details page will be assigned to the organisation, not the order contact.

If the order contact selects Individual as the payer, the postal address they enter will be assigned to their own contact record.

Note: If the order contact is registering other people, this address will not be assigned to those contact records as well, only their own.

Registrants are only sent event instructions once an order has been approved.

Important: Pending orders are not created when using the Stripe integration.

Order payment states

Order payment state

Description

Marked as paid

Order has been paid.

Awaiting payment

Order is yet to be marked as paid.

Order settings and setup

There are a number of order settings in Arlo that you can configure including; the due date of orders made, payment methods available, automated order approval by specific payment method, whether invoices and receipts should be sent automatically, and more. You can even choose to send out PDF invoices which include a credit card payment link on the invoice.

At times, order amounts or registrants may need to be changed. Arlo allows you to easily edit the details of existing orders, including changing or transferring registrations, and adding discounts or additional fees.

Arlo allows you to easily review and update orders and payment states, or cancel orders individually or in bulk. You can also send invoices (if not enabled to be sent automatically) and send credit card payment links for existing orders. Additionally, you can record salespeople on orders so that you can run account management reports.

Orders can be viewed from the orders menu and exported in various formats. There are also a number of financial reports available in Arlo including an order list report, order line report, orders paid report and more. These reports can be saved in different formats and exported.